PLMS
Turning a fragmented property lead process into one structured workflow.
PLMS is a property lead management platform developed as an industry project for a real-estate business. It was designed to replace fragmented spreadsheets and manual hand-offs with one shared, role-aware system for managing leads, responsibilities and progress across the sales process.
The challenge
Property leads and follow-ups were being managed across spreadsheets and ad-hoc tools, making it difficult to maintain a consistent view of each lead, understand who was responsible for the next action and track progress across the wider team. The real challenge was not simply replacing spreadsheets with a web interface, but translating an existing business process into a structured digital workflow.
The approach
The project began with understanding how property leads moved through the business, what information was required at different stages and how responsibilities were distributed across the team. That process was then translated into a role-aware application designed around the client's real operational workflow rather than a generic CRM structure. PLMS was delivered by a five-person development team, with CCS contributing project management and full-stack development, while the implementation focused first on the complete core lead journey to deliver a usable end-to-end MVP.
Key capabilities
- Centralised lead management
- Structured lead lifecycle
- Lead status & progress tracking
- Role-aware workflows
- Role-based access control
- User-specific views & functionality
Technology & engineering
Outcome
The project delivered a working MVP covering the core property lead-management workflow. Instead of relying on disconnected spreadsheets and manual hand-offs, the client gained a shared, role-aware system for managing leads, responsibilities and progress through one structured process.